How to empanel Zerodha as a broker for a company or institution

Sat, 20 Jun 2026 00:00:00 +0000

Empanelling Zerodha as a broker for a company or institution is the formal step by which the entity approves Zerodha Broking Limited onto its panel of brokers, after its own due diligence, so it can route securities orders through Zerodha under a board mandate. This is broader than opening a corporate account . A treasury, a non-banking financial company or a trust with an internal investment policy will not simply sign an account form; it will run the broker through a vetting file, record the approval in a board resolution, and then open the account as the operational outcome of that approval. This guide covers both halves: the institution-side empanelment vetting, and the Zerodha-side non-individual account opening that follows.

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How to empanel Zerodha as a broker for a company or institution